Greater Philadelphia
I'm a senior finance professional with nearly a decade of progressive FP&A experience across public companies and large financial institutions. I specialize in translating complex financial data into clear, actionable insight for executive and Board-level audiences. In my current role at Ecovyst, I lead corporate FP&A functions spanning annual budgeting, monthly forecasting, variance analysis, SEC filing review, and Board and investor reporting. I also own compliance-driven processes including the ABL Borrowing Base Certificate, goodwill impairment modeling, and SOX audit coordination. Prior to Ecovyst, I built a strong foundation at FIS and Western & Southern Financial Group, where I managed the P&L and planning process for large IT organizations, implemented TBM-based IT cost allocation models, and developed capital budgeting and procurement processes from the ground up. I thrive in environments where finance is expected to be a true business partner — not just a reporting function — and I'm passionate about building scalable processes that improve forecast accuracy and drive better decisions. Core competencies: FP&A | Corporate Budgeting & Forecasting | SEC & Board Reporting | SOX Compliance | CapEx Planning | Variance Analysis | Financial Modeling | SAP BPC | Oracle Planning | Power BI
I oversee the full planning and reporting cycle — including annual budgeting, monthly forecasting, and variance analysis across corporate cost centers. I prepare and consolidate financial materials for Monthly EBITDA Reviews, Quarterly Business Reviews, and Board of Directors and committee meetings, while also owning the ABL Borrowing Base Certificate process, including quarterly bank updates and annual audit coordination. My responsibilities span company-wide CapEx planning and reporting across all business segments, management of the annual goodwill impairment model, and review of quarterly and annual SEC filings, earnings releases, investor presentations, and supplemental financial disclosures. I coordinate the annual plan for corporate cost centers and consolidate segment data for executive and Board-level presentations, and support compliance efforts including SOX audits, public filing requests, and unclaimed property audits. Across all of these functions, I focus on developing and implementing FP&A best practices that improve forecast accuracy and deliver meaningful business insight to senior leadership.
I provide essential financial support to the CIO organization, focusing on ad hoc reporting, YTD labor analysis, and vendor analysis, which enables leadership to make informed decisions. I manage P&L, forecasting, and long-range planning for Platform and AI areas, ensuring accurate financial visibility and alignment with organizational objectives. Additionally, I summarize and present monthly and quarterly financial results to CIO and finance leadership, collaborating closely with leaders to align on strategic financial goals.
I supported the Banking Solutions Development organization by managing the capital budget, forecasting, and P&L for select areas, streamlining processes to improve cost management and financial insight. By creating in-depth month-end reports, I helped leadership make data-driven decisions and gain a clearer understanding of overall financial health, enhancing the team’s capacity for strategic financial planning.
I analyzed IT financial data, conducted variance analyses, and guided leadership in achieving budgetary goals. I led the monthly forecasting process, which improved visibility into IT spend, and helped implement an IT Showback model in line with TBM best practices, which provided leadership with a clearer view of expenses. Additionally, I streamlined the IT procurement process from PO creation to payment, improving accuracy and efficiency in financial tracking.
I led the IT procurement and budget management processes, handling purchase orders, variance monitoring, and capital expense budgets. I also contributed to the development of a chargeback model within Apptio, which improved spend tracking by business service and facilitated more accurate budget planning and reporting.
As the PPM Administrator, I supported the implementation and testing of PPM tools, working on the ServiceNow PPM and SharePoint platforms and validating over 100 use cases to ensure smooth functionality. I also developed a SharePoint project site for resource management, which served over 75 active projects, enhancing project planning, demand intake, and resource allocation across the organization.